B2B & SaaS
Optimised for pipeline, not MQLs.
Paid ads for software, agencies and B2B services. If your ad platforms only ever learn who fills in forms, they will keep finding you more form-fillers — and fewer buyers. That's a plumbing problem before it's a creative one.
The diagnosis
Your reporting window is shorter than your sales cycle.
Google Ads' click-through conversion window tops out at 90 days. LinkedIn's post-click window tops out at 90 days as well. B2B deals routinely take longer than that to get from first touch to signature, which means part of the revenue your ads caused is invisible to the platform that caused it. Not because tracking is broken — the window closes before the deal does.
Judge that account on a 30-day report and it looks like a failure while it's working. This is the most common misdiagnosis in B2B paid media, and it kills channels that were about to pay off.
The fix isn't a longer report. Import the events that do land inside the window, sales-accepted and opportunity created, use those to steer the bidding, and judge the channel itself on cohorts old enough to have closed.
Also worth checking
- Gated content optimised as though a whitepaper download and a demo request were the same event.
- Lifecycle stages set inconsistently in the CRM, which quietly invalidates every feedback loop built on top of them.
- Consent signalling and hashed identifiers left at defaults, so match rates degrade without anyone noticing.
- Meta's special ad categories — which catch fintech, HR tech and proptech advertisers and strip out targeting precision.
The target you set
Algorithms are obedient. That's the problem.
Modern bidding finds more of whatever you define as success. Define it as a form fill and it will oblige.
Optimising to MQLs gets you
- ✗Whoever fills in forms most cheaply
- ✗Students, job seekers and competitors
- ✗Companies too small to ever buy
- ✗Ebook downloads priced like demos
- ✗A cost per lead that looks great in the deck
Optimising to pipeline gets you
- ✓Accounts that resemble the ones sales closes
- ✓Sales-accepted opportunities, not raw enquiries
- ✓Conversions weighted by deal value
- ✓A cost per opportunity you can defend to a board
- ✓Spend that survives contact with the CFO
What counts as a lead
A sales-accepted opportunity.
Weighted by expected value, and pushed back to the platforms on the day sales accepts it — not the day the form was submitted. The date you send matters as much as the event you send.
How I set up tracking →I haven't run a SaaS account under this business, and I'd rather put that here than let you find out later. What I can point to is six-plus years of agency-side measurement work: building conversion tracking from nothing, wiring enquiries and pipeline stages back into the platforms, and reporting on numbers with a stated basis.
Different industry, same discipline — decide what a real outcome is, instrument it honestly, then let the platform chase that instead of a proxy. If category experience is your hard requirement, I'm not your best option and I'll say so on the call.
See the full track record →The attribution gap
Most of the buying journey happens where you can't see it.
Communities, podcasts, private Slack groups, a recommendation in a meeting you weren't in. None of it is measurable, all of it ends in someone typing your brand name into Google — where your brand campaign proudly takes the credit.
01
Ask them directly
A single “how did you hear about us?” field on the form is the cheapest high-signal data available to a B2B team, and it routinely contradicts the dashboard in useful ways.
02
Send the truth back
Offline conversion imports on Google and the LinkedIn Conversions API carry qualified and won deals back to the platforms, which changes which people the bidding goes looking for next.
03
Name the blind spot
Then report with it stated. A model that admits what it can't see is worth more in a board meeting than a dashboard that quietly attributes everything to the last click.
B2B & SaaS — FAQ
Including the awkward one.
B2B & SaaS
Spend that survives a board meeting.
Tell me what your CRM calls an opportunity and how long a deal takes. I reply within one business day.
If you'd rather talk it through, book a free clarity call →